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Fidelity MSCI Utilities Index ETF

256 hedge funds and large institutions have $1.11B invested in Fidelity MSCI Utilities Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

78% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 60

15% more funds holding

Funds holding: 223256 (+33)

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$52.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.3% less ownership

Funds ownership: 51.81%51.52% (-0.3%)

Holders
256
Holders Change
+33
Holders Change %
+14.8%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
107
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
176
Cullen/Frost Bankers
Texas
$112K +$101K +1,771 +689%
GRP
177
Global Retirement Partners
California
$95.2K +$31.1K +544 +46%
GEA
178
Glen Eagle Advisors
New Jersey
$94.6K
OSAM
179
O'Shaughnessy Asset Management
Connecticut
$93.8K -$2.92K -51 -3%
RF
180
Roxbury Financial
New Jersey
$80.6K +$1.09K +19 +1%
AT
181
Avalon Trust
New Mexico
$77.3K
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
$76.7K -$219K -3,832 -73%
CI
183
CX Institutional
Indiana
$76K -$1.6K -28 -2%
GIA
184
GHP Investment Advisors
Colorado
$71.8K
US Bancorp
185
US Bancorp
Minnesota
$66.5K +$54.2K +946 +367%
EWM
186
EPG Wealth Management
Georgia
$56.9K +$286 +5 +0.5%
MCM
187
MAI Capital Management
Ohio
$56.6K +$25.9K +453 +79%
WT
188
Whittier Trust
California
$43.7K
FHC
189
First Horizon Corporation
Tennessee
$41.8K +$43.3K +757 New
RWM
190
Rialto Wealth Management
New York
$41.6K
AUB
191
Atlantic Union Bankshares
Virginia
$38.2K
PPL
192
Planning Project LLC
Texas
$36.2K +$37.5K +655 New
CAL
193
Capital Analysts LLC
Pennsylvania
$36K -$515 -9 -1%
IWM
194
IMG Wealth Management
Florida
$35.3K
HDIM
195
Hanson & Doremus Investment Management
Vermont
$34K
SIS
196
Sound Income Strategies
Florida
$31.1K
EW
197
Elyxium Wealth
California
$30.2K +$31.4K +548 New
CMP
198
Coston McIsaac & Partners
Maine
$30K -$4.41K -77 -12%
RF
199
Rossby Financial
Florida
$29.4K -$293K -5,121 -91%
VCM
200
Versant Capital Management
Arizona
$28.9K